StreetInsider.com News Articles

Keefe, Bruyette & Woods Downgrades Bain Capital Specialty Finance (BCSF) to Market Perform

Mon, 17 Aug 2026 03:27:52 -0400

Keefe, Bruyette & Woods analyst Paul Johnson downgraded Bain Capital Specialty Finance (NYSE: BCSF) from Outperform to Market Perform with a price target of $13.00 (from $15.00).

The analyst comments: “We are downgrading BCSF to Market Perform as we now expect a meaningful decline in NII. Our downgrade is not based on credit deterioration, but more on a reduced earnings outlook. Our lower estimates indicate approximately a 7.0-7.2% operating ROE for BCSF, which would be among the lowest in our coverage. We would expect the dividend to be reduced closer to this level ~$0.30/Q from $0.42/Q. We expect net repayments (reduced

Keefe, Bruyette & Woods Downgrades Bain Capital Specialty Finance (BCSF) to Market Perform

Mon, 17 Aug 2026 03:27:52 -0400

Keefe, Bruyette & Woods analyst Paul Johnson downgraded Bain Capital Specialty Finance (NYSE: BCSF) from Outperform to Market Perform with a price target of $13.00 (from $15.00).

Keefe, Bruyette & Woods Downgrades Bain Capital Specialty Finance (BCSF) to Market Perform

Mon, 17 Aug 2026 03:27:52 -0400

Keefe, Bruyette & Woods analyst Paul Johnson downgraded Bain Capital Specialty Finance (NYSE: BCSF) from Outperform to Market Perform with a price target of $13.00 (from $15.00).

Bain Capital Specialty Finance (BCSF) PT Lowered to $12 at Wells Fargo

Wed, 12 Aug 2026 07:04:48 -0400

Wells Fargo analyst Finian O'Shea lowered the price target on Bain Capital Specialty Finance (NYSE: BCSF) to $12.00 (from $13.00) while maintaining a Equal Weight rating.

Bain Capital Specialty Finance, Inc. Announces June 30, 2026 Financial Results and Declares Third Quarter 2026 Dividend of $0.42 per Share

Mon, 10 Aug 2026 17:09:00 -0400

BOSTON--(BUSINESS WIRE)-- Bain Capital Specialty Finance, Inc. (NYSE: BCSF, the “Company”, “our” or “we”) today announced financial results for the second quarter ended June 30, 2026, and that its Board of Directors (the “Board”) has declared a dividend of $0.42 per share for the third quarter of 2026.

"BCSF delivered solid net investment income per share during the second quarter of 2026. Credit quality across our diversified portfolio remains healthy and our borrowers continue to demonstrate sound operating performance," said Michael Ewald, Chief Executive Officer of BCSF. "The current environment continues to present compelling opportunities in the core

Bain Capital Specialty Finance, Inc. Announces June 30, 2026 Financial Results and Declares Third Quarter 2026 Dividend of $0.42 per Share

Mon, 10 Aug 2026 17:09:00 -0400

Bain Capital Specialty Finance, Inc. Announces June 30, 2026 Financial Results and Declares Third Quarter 2026 Dividend of $0.42 per Share

Mon, 10 Aug 2026 17:09:00 -0400

Bain Capital Specialty Finance, Inc. Announces June 30, 2026 Financial Results and Declares Third Quarter 2026 Dividend of $0.42 per Share

Mon, 10 Aug 2026 17:09:00 -0400

Form 8-K Bain Capital Specialty For: Aug 10

Mon, 10 Aug 2026 16:57:00 -0400

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Form 8-K Bain Capital Specialty For: Aug 10

Mon, 10 Aug 2026 16:57:00 -0400

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Form 10-Q Bain Capital Specialty For: Jun 30

Mon, 10 Aug 2026 16:34:00 -0400

http://archive.fast-edgar.com/20260810/AR22V22FZZ2RU9Z222962ZYSEJGAEZ22N282

Filed on: August 10, 2026

Form 10-Q Bain Capital Specialty For: Jun 30

Mon, 10 Aug 2026 16:34:00 -0400

http://archive.fast-edgar.com/20260810/AR22V22FZZ2RU9Z222962ZYSEJGAEZ22N282

Filed on: August 10, 2026

Form 8-K Bain Capital Specialty For: Jul 28

Fri, 31 Jul 2026 06:04:00 -0400

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Form 8-K Bain Capital Specialty For: Jul 28

Fri, 31 Jul 2026 06:04:00 -0400

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Bain Capital Specialty Finance, Inc. Schedules Earnings Release for the Second Quarter Ended June 30, 2026

Thu, 23 Jul 2026 16:15:00 -0400

BOSTON--(BUSINESS WIRE)-- Bain Capital Specialty Finance, Inc. (NYSE: BCSF, the “Company”, “our” or “we”) today announced it will report its financial results for the second quarter ended June 30, 2026 on Monday, August 10, 2026 after market close. Management will host a conference call on Tuesday, August 11, 2026 at 8:30 a.m. Eastern Time to discuss the Company’s financial results.

Conference Call Information

A conference call to discuss the Company’s financial results will be held live at 8:30 a.m. Eastern Time on August 11, 2026. Please visit BCSF’s webcast link located on the Events & Presentations page of the

Bain Capital Specialty Finance, Inc. Schedules Earnings Release for the Second Quarter Ended June 30, 2026

Thu, 23 Jul 2026 16:15:00 -0400

Conference Call Information

Bain Capital Specialty Finance, Inc. Schedules Earnings Release for the Second Quarter Ended June 30, 2026

Thu, 23 Jul 2026 16:15:00 -0400

Conference Call Information

Bain Capital Specialty Finance, Inc. Schedules Earnings Release for the Second Quarter Ended June 30, 2026

Thu, 23 Jul 2026 16:15:00 -0400

Conference Call Information

Form 8-K Bain Capital Specialty For: Jul 23

Thu, 23 Jul 2026 16:05:00 -0400

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Form 8-K Bain Capital Specialty For: Jul 23

Thu, 23 Jul 2026 16:05:00 -0400

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Form 8-K Bain Capital Specialty For: May 21

Fri, 22 May 2026 11:28:00 -0400

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Form 8-K Bain Capital Specialty For: May 21

Fri, 22 May 2026 11:28:00 -0400

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KBW on Bain Capital Specialty Finance (BCSF): 'A stable quarter in a challenging backdrop'

Thu, 14 May 2026 08:41:51 -0400

Keefe, Bruyette & Woods analyst Paul Johnson reiterated an Outperform rating and $15.00 price target on Bain Capital Specialty Finance (NYSE: BCSF).

The analyst commented: "A stable quarter in a challenging backdrop; This was a stable quarter. NII was below our estimate due to some higher debt issuance costs. Non-accruals remain low at 1.4% and KBW wachtlist investments were 2.4%. Software accounts for 13% of the portfolio, which insulated fair value fluctuations this quarter. Bain reviewed the software portfolio and found the majority of the investments had relatively low risk of AI disruption. BCSF said they are seeing activity tick up,

KBW on Bain Capital Specialty Finance (BCSF): 'A stable quarter in a challenging backdrop'

Thu, 14 May 2026 08:41:50 -0400

Keefe, Bruyette & Woods analyst Paul Johnson reiterated an Outperform rating and $15.00 price target on Bain Capital Specialty Finance (NYSE: BCSF).

Form 8-K Bain Capital Specialty For: May 11

Tue, 12 May 2026 06:02:00 -0400

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